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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

A. ROBERT TAYLOR FINANCIAL ADVISORY SERVICES, LTD.

CRD 123182

WILMETTE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cbde12c1-161b-a0a7-ecb4-e26cbad62040

Data as of May 30, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 18, 2012 to May 30, 2012
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $53.6MItem 5.F on the latest filing (2012-05-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $47.9M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 217
SEC number: 801-66502
CRD: 123182
Filings on the tape: 5
First filed: Jan 18, 2012
Latest filed: May 30, 2012
Organised: Corporation, Illinois

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BECKMAN, MARIE, MILES	OWNER AND CHIEF COMPLIANCE OFFICER	C	yes	01/2003	Jan 18, 2012	May 30, 2012
TAYLOR, A, ROBERT	OWNER AND PRESIDENT	D	yes	02/1996	Jan 18, 2012	May 30, 2012

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Jan 18, 2012	$53.6M	$47.9M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$53.6M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Controls (2)

← TAYLOR, A, ROBERTOwnerOWNER AND PRESIDENT, ownership code D, individual
Jan 18, 2012 to presentfactForm ADV
← BECKMAN, MARIE, MILESOwnerOWNER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jan 18, 2012 to presentfactForm ADV

Registered with (2)

← MARIE MILES BECKMANAdvisorregistration: previous registration
Jun 8, 2000 to Mar 28, 2013factForm ADV
← ANNE Roesner PettyAdvisorregistration: previous registration
Jan 18, 2012 to Mar 28, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cbde12c1-161b-a0a7-ecb4-e26cbad62040
First observed: Jan 18, 2012
Last observed: May 30, 2012 174 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

A. ROBERT TAYLOR FINANCIAL ADVISORY SERVICES, LTD.

CRD 123182

WILMETTE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cbde12c1-161b-a0a7-ecb4-e26cbad62040

Data as of May 30, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:35 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BECKMAN, MARIE, MILES

OWNER AND CHIEF COMPLIANCE OFFICER

yes

01/2003

Jan 18, 2012

May 30, 2012

TAYLOR, A, ROBERT

OWNER AND PRESIDENT

yes

02/1996

Jan 18, 2012

May 30, 2012

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Jan 18, 2012

$53.6M

$47.9M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$53.6M

n/a